14ESd37IvVsMfH6i89w3eTIHyJvO2FkYs

DEPARTMENT OF COMPUTER SCIENCE
VEER NARMAD SOUTH GUJARAT UNIVERSITY, SURAT
PROJECT REPORT
AS A PARTIAL REQUIREMENT
FOR THE DEGREE OF
MASTER OF COMPUTER
APPLICATION
(M.C.A 6TH SEMESTER)
YEAR: 2020-21
Lead Master
GUIDED BY : SUBMITTED BY
Mr. Bhavesh Patel Vikash k Jha
ORGANIZATION
NatRIX Software Private Limited, Surat.
Acknowledgement
Success in such a comprehensive project cannot be achieved single handed. It is the team
effort that sails to the coast. So, I would like to express my sincere thanks to all turning it out
into the successful piece of work.
I can express my sincere thanks to Mr. Bhavesh Patel for helping me in this project and
giving me an opportunity to understand the organization and helping me in conducting the
study and for providing their valuable time, effort and knowledge for completing my project
successfully.
I am also thankful to my project guide Ms. Gargi B Shah for showing me the right direction
guidance and suggestions to complete the project.
Lastly, I also obliged to all the staff members of NatRIX Software Private Limited & to all
of who are not named here, but who have rendered their co-operation, little or more, directly
or indirectly in the course of development of this system for their contribution and suggestion
for completion of the report.
Thanking You,
Vikash K Jha
INDEX
Sr. No Description Page No.
1. ABOUT THE ORGANIZATION 1
2. ABOUT THE PROJECT 3
3. SYSTEM ENGINEERING 5
3.1 System Overview 6
3.2 Proposed System 7
A. Objectives
B. Hardware & Software Specification
3.3 UML Diagram 8
A. Use Case Diagram
4. SYSTEM DESIGN 9
4.1 Architecture Design 10
4.1.1 Activity Diagram
4.2 Forms Design 12
4.2.1 Admin Side
5. SYSTEM TESTING 36
5.1 Software Testing 37
5.2 Test Cases 38
6. FUTURE ENHANCEMENT 40
7. BIBLIOGRAPHY 42
Lead Master
1.COMPANY
PROFILE
Chapter – 1: About The Organization 1

Lead Master
About NatRIX Software Private Limited

NatRIX Software Pvt Ltd. is a pioneer in Web Services and IT Solutions and was established in the
June 2013. NatRIX aim to build a strong reputation with the quality of product and effective service to
clients. Our belief is to provide exactly what client need that optimize profit and operation cost ratio.
We work with a dedicative approach to understand the business functions. We work closely in
collaboration with clients to ensure that every project communicates their unique identity.
WHAT WE DO :
We have team of experienced developers and analysts. We have specialized developers as per
different stages of software development life cycle. Our key differentiator is in our ability to
understand the customer requirements and delivering final product exactly as per the expectations with
full quality standards. We are not afraid of being flexible in our approach, if the customer needs it.
Our team members always give the full perspective of a project to which they are assigned.
This not only enhances their job satisfaction levels and adds to the learning process, it also enables us
to meet customer requirements effectively, quickly and in an integrated manner, and to serve them
efficiently. We believe if a company has to process and system in place, then the execution becomes
very simpler.
VISION :
 To have reputed identity of IT company in the globe
 To bring about a positive change in the world by imbibing technology in every aspect of
business.
MISSION :
 To walk with the current industry’s demand and help them to make easy and efficient business
model
 To supply effective product and service that value to business
 We understand the importance of the selection of right technology for development.
Development Center Address:

421, Marvella Business Hub,
Opp. Pal R.T.O.,
Adajan - Hazira Road,
Surat-395009,
Gujarat, INDIA.
Mo. : 94266 65433
Chapter – 1: About The Organization 2

Lead Master
2. PROJECT
PROFILE
Chapter – 2: About The Project 3

Lead Master
Project Name Lead Master

Purpose To provide service of CRM
Organization NatRIX Software Private Limited
Technology ASP.NET
Frontend Html, Bootstrap, CSS, JavaScript, JQuery Ajax
Back End MVC C#, 3-Tier Architecture
Database Tool SQL Server Management Studio 2018
Structure ASP.NET Web Application
Internal Guide Ms. Gargi B Shah
External Guide Mr. Bhavesh Patel
Submitted To Department of Computer Science, VNSGU.
Submitted By Vikash Kameshwar Jha
ABOUT THE PROJECT
Lead Master Project provides sales and marketing solutions and provide top-notch Customer
Relationship Management (CRM). which is working on lead management, marketing automation,
email marketing, campaign management. System will get a customer as a lead in system, considering
it as opportunity and try to make them as a contact in the system. Lead Master provides web-based
lead and campaign management as well as powerful tools for data mining, sales forecasting and ROI
measurement.
Chapter – 2: About The Project 4

Lead Master
3. SYSTEM
ENGINEERING
Chapter – 3: System Engineering 5

Lead Master
3.1 System Overview

LeadMaster offer an affordable automated solution for marketing and sales teams. With the
LeadMaster CRM Platform, your staff can streamline and automate processes to drive growth, profits
and more. Regardless of your product or service, your business relies on its ability to acquire leads and
convert them into repeat customers with whom you build long-lasting relationships.
3.1.1 Role of Users of System :

 This system is developed from the admin side. Admin can select their company from the
database and based on the selected company data will be loaded into the system.
They have privileges to Add/Edit/Delete/View on each modules of the system.

Lead Master
3.2 Proposed System
A. Objectives :
This system is Storing all of your customer contact information, lead information and
communications in one place will help you deliver better customer service and close more deals.
Your team will be able to work more efficiently, and you will have better information to help
you make the right business decisions.
B. Application Development Environment :
[Hardware Requirement]
Processor Intel(R) Core (TM) i3-3220 CPU @ 3.30GHz

RAM 8.00 GB or Higher (Recommended)
Hard Disk 250 GB Hard Disk or Higher
[Software Requirement]
Operating System Windows 10

Front End HTML, CSS, Java Script, Bootstrap
Back End SQL, C# MVC, 3-Tier Architecture
Development Tool Microsoft Visual Studio 2018
Technology ASP.NET
Language C# MVC, 3- Tier Architecture
Database Tool Microsoft SQL Server
Framework Microsoft NET Framework 4.7.2

Lead Master
3.3 Unified Modeling Language Diagram (UML)

A. Use Case Diagram :
 Admin

Lead Master
4. SYSTEM
DESIGN
Chapter – 4: System Design 9

Lead Master
4.1 Architecture Design

4.1.1 Activity Diagram :
 Admin Login

Lead Master
 Import Wizard

Lead Master
4.2 Forms Design
 Login Page
Description: Login in this page.
 Database & workgroup selection
Description: Select database and company from list

Lead Master
 Home Page
Description: Display home page after login
 Account List Page
Description: Account list page will display list of data from selected workgroup

Lead Master
 Select template from Account List Page
Description: Developed custom pagination in account list
 Accounts List Page Options Menu
Description: Account list page options have above options, in which select will select all checkboxes
and clear will clear all checkboxes.

Lead Master
 Accounts List Record Options Menu
Description: Record options have the above listed options
 Filter Option from Account List
Description: Filter option will filter the list from selected options

Lead Master
 My Searches Option from Account List
Description: My searches will show the options from the saved filter
 Search Results Views from Account List
Description: Search results views will create new view which only show the selected value from list

Lead Master
 Create View from Account List
Description: created view have available view from which we select fields that we want to show in
view based on sort preference on selected field.
 Edit View from Account List
Description: Edit View will edit the selected value and change the view

Lead Master
 Assign Record from Account List
Description: we can assign group account manager and partner rep to the selected records
 Update Records from Account List
Description: Update the mass records together which is selected from list

Lead Master
 Archive Record
Description: Archive will hide all the selected records from the list
 Delete Record
Description: Delete will delete all the selected records from the list
 Add Template from Account List
Description: Template will created for the format of list to display on the account list

Lead Master
 Manage Download Template
Description: Manage download template can edit and delete template.
 Add Record Page

Lead Master
Description: Add account page have multiple sections which dynamic loaded with options from
database. we can add contact information, profile management, custom from, landing pages,
comments notes so on.

Lead Master
 Add Opportunity

Lead Master
Description: Add opportunity will covert lead into opportunity for company. We are adding
opportunity details for company.
 Opportunity List Page
Description: Opportunity list will display the list of opportunities for the company. Its have similar
functionality developed for page options and record options.

Lead Master
 Add Contact
Description: Add contact option will convert opportunity to contact for company. it will gather
information of contact for company.

Lead Master
 Contact List Page
Description: Contact list will display the list of contacts for company. it has similar functionality of
page options, result options and contact options.
 Import Wizard Options
Description: Import wizard will append huge amount of data from files(like .csv) into database for
selected wizard options

Lead Master
 Import Wizard Page
Description : Import option will redirect to the select file option page.
 Import Wizard - Upload File
Description: Upload File option will ask you to upload file in format of csv, xls or xlsv format.

Lead Master
 Import Wizard – Import Options
Description: Import template will select the value based on template options, object will import
selected module data, advance options will work on the selected options.

Lead Master
 Import Wizard – Match Field
Description : Match field will select criteria which will matched from the selected value and import
data based on it.

Lead Master
 Import Wizard - Finalize
Description: Finalize page will show the file name, selected template , workgroup the no of
records.
 Import Wizard – New Template
Description: New template will create this template and save it for future selection as option.
 Import Wizard – New Template

Lead Master
Description: Progress bar shows the progress of data insertion and at last it will display total records,
submitted record and failed records.

Lead Master
 Import Wizard – History Page
Description: Import history will show the inserted file name and you can rollback those files from
here.
 Custom Forms List
Description: It shows the custom form list

Lead Master
 Custom Forms – Design Form
Description: Design form has custom form option in which preview form show preview of custom
form , and upload logo will upload new logo for custom form.
 Edit Profile List

Lead Master
Description: It will create new custom form based on the selected checkbox and create link for that
custom form.
 Custom Forms - Sections
Description: Section options shown in design form.

Lead Master
 Custom Forms – Add section
Description: Add section for custom form.
 Custom Forms- Edit Section
Description: Edit section for custom form.

Lead Master
 Custom Forms – Question Section
Description: Add Question type for custom form.

Lead Master
5. SYSTEM
TESTING
Chapter – 5:System Testing 36

Lead Master
5.1 Software Testing
System testing is the type of testing to check the behavior of a complete and fully integrated software
product based on the software requirements specification (SRS) document. The main focus of this
testing is to evaluate Business / Functional / End-user requirements.
Why system testing is important:

 Testing check if system meets functional requirement or not.
 System Testing enables you to test, validate and verify both the Application Architecture and
Business requirements.
 Verify thorough testing of every input in the application to check for desired outputs.
Software Testing Hierarchy
Unit testing: testing performed on each module or block of code during development. Unit testing is
normally done by the programmer who writes the code.
Integration testing: testing done before, during and after integration of a new module into the main
product. This involves testing of each individual code module. One piece of system can contain several
modules which are often created by several different programmers. It is crucial to test each module's
effect on the entire program model.
System testing: testing done by a professional testing agent on the completed software product before
it is introduced to the market.
Acceptance testing: beta testing of the product done by the actual end users.

Lead Master
5.2 Test Cases

1. Login Module Test Case
No. Test Case Input Expected Result Result
Blank Username Username = NULL

1. Error Message Fail
and password Password = NULL
Wrong User Username = Admin Invalid Login
2. Fail
Credentials Password = 123 Credential
Username =
Valid Username and
3. admin@gmail.com Successful Login Pass
Password
Password = admin123
2. Upload File Test Case
Please Choose a
1. Upload File Upload File= NULL Fail
File
Upload any xls,

2. Upload File Type File Type = result.pdf Fail
xlsx or csv file
3. Vaild File Type File Type = result.csv File uploaded Pass

Lead Master
3. Contact Information Module Test Case
First Name is
1. First Name First Name = NULL Fail
required
Last Name is
2. Last Name Last Name = NULL Fail
required
Company Name is
3. Company Name Company Name= NULL Fail
required

Lead Master
6. FUTURE
ENHANCEMENT
Chapter – 6:Future Enhancement 40

Lead Master
FUTURE ENHANCEMENT
 We will implement Email Campaign for Lead Master
 We will also implement Custom Files and Folder module in system on Azure
Chapter – 6:Future Enhancement 41

Lead Master
7.
BIBLIO-
GRAPHY
Chapter – 7: Bibliography 42
Lead Master
Bibliography
During the development of our system, we have taken the reference from various sites.
Websites:
 https://getbootstrap.com/docs/5.0 (for designing)
 https://jquery.com/ (for jquery and ajax)
 https://www.w3schools.com/
 https://www.stackoverflow.com
 https://www.codeproject.com
 http://www.c-sharpcorner.com
Chapter – 7: Bibliography 43

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DEPARTMENT OF COMPUTER SCIENCE

VEER NARMAD SOUTH GUJARAT UNIVERSITY, SURAT

2. ABOUT THE PROJECT 3

Chapter – 1: About The Organization 1

About NatRIX Software Private Limited

Development Center Address:

Chapter – 1: About The Organization 2

Chapter – 2: About The Project 3

Project Name Lead Master

ABOUT THE PROJECT

Chapter – 2: About The Project 4

Chapter – 3: System Engineering 5

3.1 System Overview

3.1.1 Role of Users of System :

Chapter – 3: System Engineering 6

3.2 Proposed System

B. Application Development Environment :

Processor Intel(R) Core (TM) i3-3220 CPU @ 3.30GHz

Operating System Windows 10

Chapter – 3: System Engineering 7

3.3 Unified Modeling Language Diagram (UML)

Chapter – 3: System Engineering 8

Chapter – 4: System Design 9

4.1 Architecture Design

Chapter – 4: System Design 10

Chapter – 4: System Design 11

4.2 Forms Design

Description: Login in this page.

 Database & workgroup selection

Description: Select database and company from list

Chapter – 4: System Design 12

Description: Display home page after login

 Account List Page

Chapter – 4: System Design 13

 Select template from Account List Page

Description: Developed custom pagination in account list

 Accounts List Page Options Menu

Chapter – 4: System Design 14

 Accounts List Record Options Menu

Description: Record options have the above listed options

 Filter Option from Account List

Chapter – 4: System Design 15

 My Searches Option from Account List

 Search Results Views from Account List

Chapter – 4: System Design 16

 Create View from Account List

 Edit View from Account List

Chapter – 4: System Design 17

 Assign Record from Account List

 Update Records from Account List

Chapter – 4: System Design 18

 Add Template from Account List

Chapter – 4: System Design 19

 Manage Download Template

Description: Manage download template can edit and delete template.

 Add Record Page

Chapter – 4: System Design 20

Chapter – 4: System Design 21

Chapter – 4: System Design 22

 Opportunity List Page

Chapter – 4: System Design 23

Chapter – 4: System Design 24

 Contact List Page

 Import Wizard Options